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ExxonMobil

2,059 hedge funds and large institutions have $177B invested in ExxonMobil in 2015 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 833 increasing their positions, 935 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 72

31% more call options, than puts

Call options by funds: $2.98B | Put options by funds: $2.28B

0% more funds holding

Funds holding: 2,0522,059 (+7)

0.18% less ownership

Funds ownership: 49.99%49.8% (-0.18%)

9% less capital invested

Capital invested by funds: $195B → $177B (-$17.9B)

11% less funds holding in top 10

Funds holding in top 10: 637570 (-67)

11% less repeat investments, than reductions

Existing positions increased: 833 | Existing positions reduced: 935

Holders
2,059
Holders Change
+7
Holders Change %
+0.34%
% of All Funds
54.85%
Holding in Top 10
570
Holding in Top 10 Change
-67
Holding in Top 10 Change %
-10.52%
% of All Funds
15.18%
New
101
Increased
833
Reduced
935
Closed
72
Calls
$2.98B
Puts
$2.28B
Net Calls
+$698M
Net Calls Change
+$452M
Name Holding Trade Value Shares
Change
Change in
Stake
CII
2001
Capital International Inc
California
$179K +$186K +2,100 New
JG
2002
Jefferies Group
New York
$174K -$158K -1,780 -47%
SIG
2003
Stanford Investment Group
California
$173K -$58.1K -655 -24%
LWM
2004
Lenox Wealth Management
Ohio
$172K +$4.79K +54 +3%
PVH
2005
Psagot Value Holdings
Israel
$170K -$124K -1,400 -41%
CCS
2006
Crosspoint Capital Strategies
California
$165K -$487K -5,494 -74%
RBC
2007
Roble Belko & Company
Pennsylvania
$161K +$168K +1,889 New
AWM
2008
Avior Wealth Management
Nebraska
$155K +$79.8K +900 +99%
FNYS
2009
First New York Securities
New York
$153K -$288K -3,249 -64%
SA
2010
SRH Advisors
Kansas
$150K +$62.1K +700 +66%
AA
2011
AlphaMark Advisors
Kentucky
$149K
EMA
2012
Efficient Market Advisors
California
$136K +$17.7K +200 +14%
NCMG
2013
NCM Capital Management Group
North Carolina
$133K
DA
2014
Dunvegan Associates
California
$130K
CFG
2015
CKW Financial Group
Hawaii
$128K -$17.9K -202 -12%
WA
2016
WealthTrust-Arizona
Arizona
$124K -$1.51K -17 -1%
EAMA
2017
EFG Asset Management (Americas)
Florida
$111K -$56.7K -639 -33%
PFG
2018
Piershale Financial Group
Illinois
$111K -$355 -4 -0.3%
WCMN
2019
Westchester Capital Management (Nebraska)
Nebraska
$98K
AIC
2020
Ayalon Insurance Company
Israel
$95K +$99.3K +1,120 New
EPM
2021
Equitec Proprietary Markets
Illinois
$94K -$3.29M -37,128 -97%
MP
2022
Manifold Partners
California
$88K -$1.08M -12,136 -92%
SFFS
2023
Stonehage Fleming Financial Services
Jersey
$87K -$71.7K -809 -44%
JAM
2024
JCIC Asset Management
Ontario, Canada
$86K
IMS
2025
Index Management Solutions
Pennsylvania
$85K -$54.6K -616 -38%

XOM Hedge Fund Activity: Q1 2015 in Review

2,059 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q1 2015, worth a combined $177B — down 9.2% from $195B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new XOM positions and 72 closed out — a net gain of 29 holders — while 833 added to existing stakes and 935 trimmed.

The largest buyer was Bank of America, adding an estimated $679M. The largest seller was Fidelity Investments, cutting an estimated $562M.

  • 2,059 institutional investors held ExxonMobil (XOM) as of Q1 2015, up from 2,052 in Q4 2014.
  • Funds reported $177B of ExxonMobil stock for Q1 2015, down 9.2% quarter-over-quarter.
  • 101 funds opened new ExxonMobil positions in Q1 2015 and 72 closed out, a net change of +29 holders.
  • The largest ExxonMobil buyer in Q1 2015 was Bank of America, an estimated $679M added.
  • The largest ExxonMobil seller in Q1 2015 was Fidelity Investments, an estimated $562M sold.

Based on aggregated 13F filings for Q1 2015.